CubeSmart
CUBE- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001298675
No open-market purchases or sales by CubeSmart insiders were filed in the last 90 days; 519 institutions reported holding it in 13F filings for Q2 2026, worth $9.18B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in CubeSmart as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 422
- −1 vs. Q1 2024
- Shares held
- 218.0M
- +1.35M (+0.6%) vs. Q1 2024
- Total value
- $9.84B
- +$45.1M (+0.5%) vs. Q1 2024
- New holders
- 45
- 163 more added
- Sold out
- 46
- 157 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CUBE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 519 | $9.18B |
| Q1 2026 | 487 | $7.72B |
| Q4 2025 | 465 | $7.85B |
| Q3 2025 | 478 | $8.58B |
| Q2 2025 | 459 | $9.45B |
| Q1 2025 | 442 | $9.33B |
| Q4 2024 | 459 | $9.42B |
| Q3 2024 | 449 | $11.8B |
| Q2 2024 | 422 | $9.84B |
| Q1 2024 | 426 | $9.82B |
| Q4 2023 | 438 | $10.1B |
| Q3 2023 | 414 | $8.47B |
| Q2 2023 | 412 | $10.0B |
| Q1 2023 | 399 | $10.7B |
| Q4 2022 | 360 | $9.41B |
| Q3 2022 | 335 | $8.69B |
| Q2 2022 | 325 | $9.11B |
| Q1 2022 | 361 | $11.1B |
| Q4 2021 | 389 | $12.2B |
| Q3 2021 | 331 | $9.19B |
| Q2 2021 | 295 | $9.05B |
| Q1 2021 | 301 | $7.42B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding CubeSmart; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Co | 4,289 | $192.2K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,331 | $196.0K | 0.00% | +394+10.0% | Added |
| Advisors Asset Management, Inc. | 4,481 | $202.4K | 0.00% | +262+6.2% | Added |
| Janney Montgomery Scott LLC | 4,535 | $205.0K | 0.00% | −102−2.2% | Reduced |
| Boothbay Fund Management, LLC | 4,547 | $205.4K | 0.01% | −44,430−90.7% | Reduced |
| Greenleaf Trust | 4,700 | $212.3K | 0.00% | −239−4.8% | Reduced |
| Prelude Capital Management, LLC | 4,760 | $215.0K | 0.02% | +4,760 | New |
| Systematic Portfolios LLC | 4,825 | $217.9K | 1.52% | +18+0.4% | Added |
| Curtis Advisory Group, LLC | 5,012 | $226.4K | 0.08% | −171−3.3% | Reduced |
| Lindenwold Advisors | 5,150 | $232.6K | 0.12% | −123−2.3% | Reduced |
| Raymond James Trust N.A. | 5,346 | $241.5K | 0.01% | −405−7.0% | Reduced |
| Wolverine Trading, LLC | 5,393 | $243.6K | 0.00% | +5,393 | New |
| Blueshift Asset Management, LLC | 5,424 | $245.0K | 0.08% | −3,023−35.8% | Reduced |
| Captrust Financial Advisors | 5,486 | $247.8K | 0.00% | +134+2.5% | Added |
| Renaissance Group LLC | 5,501 | $248.5K | 0.01% | +176+3.3% | Added |
| Rafferty Asset Management, LLC | 5,551 | $250.7K | 0.00% | +5,551 | New |
| Kaizen Financial Strategies | 5,181 | $252.5K | 0.16% | +110+2.2% | Added |
| Virtue Capital Management, LLC | 5,293 | $254.4K | 0.04% | +62+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,668 | $256.0K | 0.01% | −92−1.6% | Reduced |
| Oak Thistle LLC | 5,691 | $257.1K | 0.19% | +5,691 | New |
| KBC Group NV | 5,868 | $265.0K | 0.00% | +1,294+28.3% | Added |
| Kestra Advisory Services, LLC | 5,885 | $265.8K | 0.00% | +196+3.4% | Added |
| Impact Partnership Wealth, LLC | 5,929 | $267.8K | 0.07% | +5,902+21,859.3% | Added |
| Profund Advisors LLC | 6,215 | $280.7K | 0.01% | −1,603−20.5% | Reduced |
| Belpointe Asset Management LLC | 6,247 | $282.2K | 0.02% | +388+6.6% | Added |
| CIBC Asset Management Inc | 6,409 | $289.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 6,479 | $290.4K | 0.00% | +6,479 | New |
| Nations Financial Group Inc, | 6,451 | $291.4K | 0.02% | +58+0.9% | Added |
| Lockheed Martin Investment Management Co | 6,470 | $292.3K | 0.02% | −3,849−37.3% | Reduced |
| AlphaStar Capital Management, LLC | 6,907 | $312.0K | 0.03% | −1,665−19.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,020 | $317.1K | 0.02% | +7,020 | New |
| Yorktown Management & Research Co Inc | 7,100 | $320.7K | 0.34% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,200 | $325.0K | 0.01% | +571+8.6% | Added |
| XML Financial, LLC | 7,225 | $326.4K | 0.03% | +82+1.1% | Added |
| Fulcrum Equity Management | 7,265 | $328.2K | 0.29% | +781+12.0% | Added |
| Mutual Advisors, LLC | 6,889 | $332.1K | 0.01% | +51+0.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,626 | $344.0K | 0.10% | +1,723+29.2% | Added |
| Nebula Research & Development LLC | 7,842 | $354.2K | 0.06% | +7,842 | New |
| Frank, Rimerman Advisors LLC | 8,035 | $362.9K | 0.03% | +8,016+42,189.5% | Added |
| Baird Financial Group, Inc. | 8,070 | $364.5K | 0.00% | +1,453+22.0% | Added |
| QRG Capital Management, Inc. | 8,201 | $370.4K | 0.00% | +569+7.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,344 | $376.9K | 0.00% | −823−9.0% | Reduced |
| IFG Advisory, LLC | 8,432 | $380.9K | 0.02% | +8,432 | New |
| Emfo, LLC | 8,930 | $403.4K | 0.36% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,982 | $405.7K | 0.21% | −2,876−24.3% | Reduced |
| Shelton Capital Management | 9,162 | $413.8K | 0.01% | −337−3.5% | Reduced |
| Carmel Capital Partners, LLC | 9,216 | $416.3K | 0.18% | +538+6.2% | Added |
| Integrated Advisors Network LLC | 9,493 | $428.8K | 0.02% | +690+7.8% | Added |
| 1832 Asset Management L.P. | 9,573 | $432.4K | 0.00% | −159,592−94.3% | Reduced |
| MAI Capital Management | 9,931 | $448.6K | 0.00% | +2,679+36.9% | Added |
| Sit Investment Associates Inc | 9,950 | $449.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,969 | $450.3K | 0.01% | −230−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 10,047 | $453.8K | 0.01% | −6,217−38.2% | Reduced |
| Norinchukin Bank, The | 10,266 | $463.7K | 0.01% | −414−3.9% | Reduced |
| Presima Inc. | 10,300 | $465.3K | 0.10% | +100+1.0% | Added |
| ProShare Advisors LLC | 10,609 | $479.2K | 0.00% | −362−3.3% | Reduced |
| D.A. Davidson & Co. | 11,020 | $497.8K | 0.00% | −829−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 11,133 | $502.9K | 0.00% | −1,021−8.4% | Reduced |
| Knollwood Investment Advisory, LLC | 11,275 | $509.3K | 0.06% | +11,275 | New |
| Wesbanco Bank Inc | 11,408 | $515.3K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 11,987 | $541.5K | 0.01% | +11,987 | New |
| TD Private Client Wealth LLC | 12,296 | $555.4K | 0.02% | −346−2.7% | Reduced |
| Cooper Financial Group | 12,299 | $555.5K | 0.08% | +1,074+9.6% | Added |
| Pinnacle Associates Ltd | 12,656 | $571.7K | 0.01% | −197−1.5% | Reduced |
| Atria Investments LLC | 12,751 | $576.0K | 0.01% | +12,751 | New |
| Donoghue Forlines LLC | 12,817 | $578.9K | 0.16% | +1,941+17.8% | Added |
| Mariner, LLC | 12,932 | $584.1K | 0.00% | −335−2.5% | Reduced |
| Winton Group Ltd | 13,132 | $593.2K | 0.04% | +13,132 | New |
| Clearstead Advisors, LLC | 13,390 | $604.8K | 0.01% | +174+1.3% | Added |
| JustInvest LLC | 13,427 | $605.6K | 0.01% | −2,368−15.0% | Reduced |
| LRT Capital Management, LLC | 13,831 | $624.7K | 0.59% | −6,881−33.2% | Reduced |
| Winmill & Co. Inc | 14,000 | $632.4K | 0.22% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 14,029 | $633.7K | 0.10% | −148−1.0% | Reduced |
| Brevan Howard Capital Management LP | 14,036 | $634.0K | 0.04% | +6,376+83.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,129 | $638.2K | 0.03% | +8,149+136.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,630 | $656.0K | 0.00% | −2,128−12.7% | Reduced |
| Harbor Capital Advisors, Inc. | 14,538 | $657.0K | 0.05% | +10,835+292.6% | Added |
| MQS Management LLC | 14,651 | $661.8K | 0.40% | +14,651 | New |
| Invst, LLC | 15,153 | $662.8K | 0.07% | −721−4.5% | Reduced |
| Allstate Corp | 14,762 | $666.8K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 14,821 | $669.0K | 0.01% | +1,529+11.5% | Added |
| Greenland Capital Management LP | 15,000 | $677.5K | 0.14% | +4,804+47.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 15,015 | $678.2K | 0.14% | −17,650−54.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,227 | $687.8K | 0.00% | −6,830−31.0% | Reduced |
| Crossmark Global Holdings, Inc. | 15,342 | $693.0K | 0.01% | −1,574−9.3% | Reduced |
| Vanderbilt University | 15,580 | $703.7K | 0.15% | +1,343+9.4% | Added |
| Mirador Capital Partners LP | 15,627 | $705.9K | 0.13% | +406+2.7% | Added |
| Neuberger Berman Group LLC | 15,859 | $712.8K | 0.00% | +7,392+87.3% | Added |
| US Bancorp | 15,934 | $719.8K | 0.00% | +2,859+21.9% | Added |
| Creative Planning | 16,028 | $724.0K | 0.00% | +1,340+9.1% | Added |
| Maryland State Retirement & Pension System | 17,572 | $793.7K | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 17,586 | $794.4K | 0.09% | +677+4.0% | Added |
| United Services Automobile Association | 17,806 | $804.3K | 0.02% | +1,402+8.5% | Added |
| Metis Global Partners, LLC | 17,854 | $806.5K | 0.03% | +2,102+13.3% | Added |
| Securian Asset Management, Inc | 17,943 | $810.5K | 0.02% | −548−3.0% | Reduced |
| Erste Asset Management GmbH | 18,200 | $815.7K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 18,520 | $836.5K | 0.00% | +2,054+12.5% | Added |
| FIL Ltd | 18,578 | $839.2K | 0.00% | +18,578 | New |
| Vestcor Inc | 19,027 | $859.0K | 0.03% | +2,111+12.5% | Added |
| Spirit of America Management Corp | 19,450 | $878.6K | 0.18% | −2,000−9.3% | Reduced |